TRANSITIONS SUPPORT Our Transitions team provides comprehensive support beginning with the initial onboarding and continuing for 60 days post-resignation. We work with the advisor and guide them through the entire transition process. AT-A-GLANCE Coordinate transition process between RIA and broker/dealer Provide license transfer and carrier reappointment support 60-day on-site and virtual post resignation support, including account opening and tracking Provide comprehensive systems and platform training Meet The Team Jennifer Isaacs Director of HR & Business Services (440) 991-1160 (440) 991-1161 email@example.com Kate Sweetman Senior Business Services Associate (858) 201-3145 firstname.lastname@example.org Stephanie Spillman Transitions Specialist (440) 505-5602 email@example.com Please contact us to learn more about joining Stratos - Thank You! Name Email Phone Question Thank you! Oops!